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Portfolio trading is on the up but only some can make it pay

The TRADE

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. However, whether or not all firms are able to monetise the tool by managing risk effectively in today’s environment, is up for debate.

Portfolio 104
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Replicating Portfolio

Wall Street Mojo

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

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IDX 2023: Extreme volatility over the last year should build confidence in derivatives markets’ resiliency

The TRADE

“Certain technologies around margin transparency and particularly the advent of portfolio margining across the board, will be a very positive element and will enable people to be more resilient going forward,” said Chris Rhodes, president of ICE Futures Europe. Risk is back.

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Leaders in Trading 2023: Meet the nominees for… Outstanding Post-Trade Services Provider

The TRADE

Among the most coveted awards categories is the Editors’ Choice Awards and today we bring you the 2023 nominees for Outstanding Post-Trade Services Provider. Its overall market share for cash equities clearing was 34% in the first half of 2023, an year-on-year increase from 2022.

Trading 59
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Best stocks: Defense, including these 2 names, may be in secular bull market as global conflicts mount

CNBC: Investing

I'll update my risk management comments below. We have seen this a number of times in just the past few years: Ukraine-Russia in 2022, Israel-Hamas in 2023, and now escalations in Iran. That said, energy and aerospace remain among the best portfolio hedges during periods of geopolitical instability.

Stock 124
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UBS and Credit Suisse: The Next Shoe to Drop in the Financial Crisis of 2023?

Mergers and Inquisitions

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Banking 98
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Technology Services + IT Consulting M&A 2023 Recap and 2024 Outlook

Solganick & Co.

2023 Technology Services and IT Consulting M&A: Consolidation, Retooling, and a Cautious Optimism for 2024 The Technology Services and IT Consulting M&A landscape in 2023 mirrored the broader market’s cautious dance.

M&A 52